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Personal Banker
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- The Personal Banker (PB) is responsible for building customer advocacy through trusted financial guidance by opening and servicing of consumer deposit and loan activities, and business deposits.
- This role assists as an extension and support for business, and ag deposit and Cash Management services, referring or partnering with other departments and community organizations to strengthen or uncover new relationships opportunities.
- Timely and accurate assistance with consumer loan and deposit products, business/ag deposit products, cash management services, and client services transactions.
- Communication & collaboration with internal teams such as Loan Officers, Personal Bankers, and Client Services Team.
- Responsible for FDM imaging, completeness and accuracy of deposit documents, and BSA daily processing.
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